2025 National Registry Summit - Agenda

3:00 pm - 4:30 pm

Registration

Event Hub

7:30 am - 8:30 am

Breakfast

Arbor FG

8:00 am - 9:00 am

Registration

Event Hub

9:00 am - 9:30 am

Kick-Off and Welcome
Bill Emmer, COO - NASBA

Amy Tongate, Director, Compliance Services - NASBA

9:30 am - 11:00 am

Leading in a Rapidly Changing World

Derek Young, Keynote Speaker

Multi-Generational Workforce.  Shrinking Financial Resources.  Mission Creep.  Silent Quitting.  AI Takeover.  Each and every day, leaders who are responsible for preparing others to elevate their performance through training are battered with new obstacles to bring their message to the forefront.  “Leading in a Rapidly Changing World” is a high-energy, interactive keynote designed to give financial educators mindsets and methods that will transform how they market and deliver their programs and services.  They will learn how concepts like Living a Legacy, Protecting Your Energy, and Valuing Constructive Feedback help them cut through the chaos to achieve new levels of success.

11:00 am - 11:20 am

Break and Exhibitor Time

Arbor Foyer

11:20 am - 12:00 pm

CPE Rules from a Legal Perspective

Elizabeth Wolfe, Deputy Chief Legal Officer - NASBA

12:00 pm - 1:00 pm

Lunch

Arbor FG

1:00 pm - 2:15 pm

7 Principles for Elevating Your Program

Thaddaeus Douglas, Account Manager, National Registry - NASBA

Karen Mourcy, Account Manager, National Registry - NASBA

Development, presentation, measurement, and reporting, these make up the framework for a compliant CPE learning program. But, how do you go beyond the basics and elevate your program to something better? Join NASBA Account Managers as they guide you in creating programs that are more than compliant by the Standards. By using the 7 principles, you will learn how to improve your programs and make them more effective in imparting the knowledge your participants need.

2:15 pm - 3:00 PM

Registry Audit Process

Lindsay Lane, National Registry Compliance Auditor - NASBA

3:00 pm - 3:15 pm

Instructions for Breakout Sessions

3:15 pm - 3:30 pm

Break and Exhibitor Time

3:30 pm - 4:30 pm

From Prompts to Agents: Refining Learning Experience Creation

Arbor Ballroom

Josh Cavalier, Founder and CEO, JoshCavalier.ai

AI isn’t the future of continuing education; it’s happening now. The real question is: are you just experimenting with AI prompts, or are you ready to design an AI-powered learning ecosystem that meets the rigor and compliance demands of professional education?

This practical, high-energy session will take you from simple use cases to advanced AI applications that can streamline administration, personalize learning pathways, and strengthen program integrity.

✅ Master AI-Powered Design – Go beyond one-off prompts to create consistent, reliable, and compliant learning experiences.
✅ Streamline Program Workflows – Learn how AI can automate processes to reduce administrative burden.
✅ Deploy AI Agents That Scale – Discover how agents work and the dependencies they require.

No hype. Just proven strategies, tools, and real-world applications that demonstrate how AI can enhance efficiency, compliance, and learner engagement in continuing education.

If you’re serious about leveraging AI to advance the quality and compliance of your programs, this is the session you won’t want to miss.

3:30 pm - 4:30 pm

Demystifying CPE Delivery Methods: QAS™, Nano & Blended

Room Assignment TBA

Ashlee Baker, Senior Manager, National Registry - NASBA

Karen Mourcy, Account Manager, National Registry - NASBA

In today’s evolving learning landscape, continuing professional education (CPE) must be both flexible and effective. This breakout session dives deep into the three self study delivery methods recognized by NASBA: QAS™ Self-Study, Nano Learning and Blended Learning. We’ll compare formats across interactivity, CPE credit, assessments, and application processes, then dive into each method with visuals, examples, and practical tips.

3:30 pm - 4:30 pm

Must-Dos and Pro Moves for New CPE Sponsors

Thaddaeus Douglas, Account Manager, National Registry - NASBA

Erin Scruggs, Associate Director, National Registry - NASBA

We’ll separate the rules you must follow from the practices that elevate quality and minimize findings. Expect clear checklists, renewal, and contact/org name change tips, and a quick look at real world scenarios where we decide “requirement or best practice?”

4:30 pm - 5:00 pm

Exhibitor Time

Arbor Ballroom Foyer

4:30 pm - 5:00 pm

Exhibitor Time

Exhibitors will address virtual attendees during this break. Schedule of Exhibitors TBA.

5:00 pm - 7:00 pm

Connections and Cocktails

Serenity Garden

Join the NASBA, National Registry Staff and fellow Sponsors for a networking opportunity.

7:30 am - 8:30 am

Breakfast

Arbor FG

7:30 am - 8:45 am

Exhibitor Opportunity to Address Virtual Attendees

Schedule of Exhibitors TBA.

9:00 am - 9:15 am

Kick-Off and Welcome
Bill Emmer, COO - NASBA

Amy Tongate, Director, Compliance Services - NASBA

9:15 am - 10:45 am

Accounting Education in the Age of AI

Josh Cavalier, Keynote Speaker

Artificial Intelligence (AI) is rapidly transforming the accounting profession, presenting both challenges and opportunities for Certified Public Accountants (CPAs) and educators. As AI automates routine tasks and enhances data analysis, CPAs must adapt to remain relevant in this evolving landscape.

In this keynote session, Josh Cavalier will explore the integration of AI into accounting education, focusing on:

• Understanding AI's Impact:
  Examine how AI is reshaping accounting practices and the implications for CPA professionals.
• Addressing Risks and Governance:
  Discuss the ethical considerations, data security, and regulatory compliance associated with AI adoption.
• Upskilling and Reskilling:
  Identify strategies for continuous learning to equip CPAs with the necessary skills to work alongside AI technologies.
• Human-AI Collaboration:
  Explore how CPAs can leverage AI to enhance decision-making and provide greater value to clients.

Attendees will gain insights into developing curricula that incorporate AI competencies, ensuring that future CPAs are prepared for the demands of the profession. The session will also highlight the importance of lifelong learning and adaptability in an era where technology and human expertise must coexist.

Target Audience:
CPA educators, accounting professionals, and stakeholders involved in CPA licensure and continuing education.

Learning Objectives:
By the end of this session, participants will be able to:

• Articulate how AI is transforming the accounting profession.
• Identify the ethical and governance challenges posed by AI integration.
• Develop strategies for incorporating AI-related skills into accounting education.
• Foster a mindset of continuous learning to adapt to technological advancements.
• Promote effective collaboration between human professionals and AI systems.

Join Josh to explore how embracing AI can lead to a more dynamic and resilient accounting profession, where technology and human insight work hand in hand.

10:45 am - 11:05 am

Break and Exhibitor Time

Arbor Ballroom Foyer

11:05 am - 11:30 am

Exposure Draft - New Standards Revisions

Erin Scruggs, Associate Director, National Registry - NASBA

11:30 am - 12:00 pm

Q&A with Registry Leadership

NASBA Staff

12:00 pm

Closing Remarks
Bill Emmer, COO - NASBA

Amy Tongate, Director, Compliance Services - NASBA